Finance Score: 0

Governance Score: -3

Support Score: 0

No conflicts policy: -1
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

WILLIAM ADLINGTON CADBURY CHARITABLE TRUST

In the West Midlands region: social welfare, medical and healthcare projects, education, places of religious worship, conservation of the environment, the arts and penal reform. In Ireland: cross community initiatives promoting reconciliation. In the United Kingdom as a whole: the Religious Society of Friends. Overseas: sustainable development projects predominantly in Africa.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
The Board composition appears to be very static

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	*	£1,474	£1,218	£256	£0	£57,945	£57,945	570.9	1
31/03/22		£1,238	£1,315	£-77	£0	£58,849	£58,849	537.2	1
31/03/21		£987	£851	£136	£0	£54,531	£0	n/a	1
31/03/20		£1,284	£1,263	£21	£0	£41,839	£41,839	397.5	1
31/03/19		£4,834	£1,172	£3,662	£0	£45,899	£45,899	470	1
31/03/18		£2,939	£1,002	£1,937	£0	£38,641	£38,641	463	1
31/03/17		£976	£915	£61	£0	£37,229	£37,229	488.3	1
31/03/16		£1,034	£920	£114	£0	£31,928	£31,928	416.3	1
31/03/15		£923	£944	£-21	£6	£33,009	£33,009	419.7	1
31/03/14		£929	£927	£2	£4	£29,732	£29,732	384.8	1
31/03/13		£908	£883	£25	£5	£28,186	£28,186	382.9	1
31/03/12		£902	£827	£75	£4	£25,322	£25,322	367.4	1
31/03/11		£784	£791	£-6	£4	£26,053	£26,053	395.4	1
31/03/10		£1,755	£805	£951	£4	£24,628	£24,628	367.3	1
31/03/09		£860	£815	£45	£4	£16,935	£16,935	249.2	1
31/03/08		£787	£790	£-3	£4	£21,190	£21,190	321.7	1
31/03/07	*	£733	£687	£46	£4	£23,163	£23,163	404.3	1
31/03/06		£622	£532	£90	£0	£0	£0	n/a	0
31/03/05		£585	£505	£80	£0	£0	£0	n/a	0
31/03/04	*	£625	£524	£100	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 570.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.3

Asset Split ?

Established: 37 years

www.wa-cadbury.org.uk

info@wa-cadbury.org.uk

01214721464

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Community services

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Staffordshire, Walsall, Warwickshire, Wolverhampton, Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ADRIAN DAVID MILLS THOMAS Appointed: 1994

JANINE EMMA COBAIN Appointed: 2007

JOHN CORNELIUS PENNY Appointed: 1994

KATHERINE MARY VAN HAGEN CADBURY Appointed: 1986

MARGARET SALMON Appointed: 1988, Other trusteeships: THE WORGAN TRUST, MOUNT PLEASANT SCHOOL FARM,

RUPERT ADLINGTON CADBURY Appointed: 1979, Other trusteeships: THE OAKDALE TRUST, TANSOR VILLAGE HALL,

SARAH STAFFORD Appointed: 1972

SOPHY JULIET BLANDY (Chair) Appointed: 2002

VICTORIA EMMELINE MOHAN Appointed: 2012

Legal constitution

Charity registered in England & Wales on 13/06/1987, number: 213629

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

20 returns made; AR23: 55 days late, AR07: 19 days late, AR04: 1 days late,

Main office

ROKESLEY
BRISTOL ROAD
SELLY OAK
BIRMINGHAM
B29 6QF

Objectives

TO APPLY OR PAY BOTH CAPITAL AND INCOME OR SUCH PART OR PARTS THEREOF AS THE TRUSTEES SHALL FOR THE TIME BEING THINK DESIRABLE FOR OR TO SUCH CHARITABLE OBJECTS, PURPOSES, INSTITUTIONS OR SOCIETIES AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Defined Area of Benefit:

UNRESTRICTED-IN PRACTICE W MIDLANDS(REGISTERED CHTIES ONLY); UK(WHERE CHTY HAS LINKS OR WORK IS OF NATIONAL SIGNIFICANCE); IRELAND & INTERNATIONAL(UK REGISTERED CHITIES ONLY)

Data Sources